NATIONS FINANCIAL GROUP INC, /IA/ /ADV: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NATIONS FINANCIAL GROUP INC, /IA/ /ADV on MSFT, newest first. How the timeline and the estimate are built.
NATIONS FINANCIAL GROUP INC, /IA/ /ADV held 77,996 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 77,996 sharesChange vs previous 13F +124 shares
1.39% of the 13F portfolio, value $29,094,109.
13F-HR 0001109767-26-000009 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 77,872 sharesChange vs previous 13F -5,872 shares
1.48% of the 13F portfolio, value $28,826,200.
13F-HR 0001109767-26-000007 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 83,744 sharesChange vs previous 13F +10,254 shares
2.13% of the 13F portfolio, value $40,500,441.
13F-HR 0001109767-26-000002 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 73,490 sharesChange vs previous 13F +1,236 shares
2.37% of the 13F portfolio, value $38,064,510.
13F-HR 0001109767-25-000009 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 72,254 sharesChange vs previous 13F +1,856 shares
2.47% of the 13F portfolio, value $35,940,198.
13F-HR 0001109767-25-000005 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 70,398 sharesChange vs previous 13F -3,056 shares
2.02% of the 13F portfolio, value $26,426,934.
13F-HR 0001109767-25-000004 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 73,454 sharesChange vs previous 13F -12,324 shares
2.27% of the 13F portfolio, value $30,961,192.
13F-HR 0001376474-25-000126 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 85,778 sharesChange vs previous 13F not available
2.68% of the 13F portfolio, value $36,910,667.
13F-HR 0001376474-24-000642 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).